Crump Insights
Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
Crump Insights
Reasons to Offer Policy Reviews to Your Clients: Brandi Graver, CLU®, Director, Advanced Sales
February 08, 2021
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Crump Life Insurance Services
One of the most important, yet often overlooked responsibilities for financial advisors and life insurance agents is the policy review. Crump has streamlined this often tedious and time consuming process, making it easy to complete and opening new opportunities to assist your clients. In this episode, Crump's Brandi Graver shares her insight and advice, and tells us why 2021 could be a busy year for life insurance professionals.